See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,730 | $76,000-4.3% | $154,107-52.8% | $64,186+13.3% |
| Participation rate | 62.1% | 70.4%-8.3pp | 83.0%-21.0pp | 69.6%-7.5pp |
| Annual return | -10.80% | 30.32%-41.1pp | 735.12%-745.9pp | 7.63%-18.4pp |
| Employer contribution / active EE | $2,259 | $3,351-32.6% | $5,298-57.4% | $2,381-5.1% |
| Participant deferral / active EE | $4,300 | $3,175+35.4% | $5,081-15.4% | $3,470+23.9% |
| Admin fee / account holder | $7,762 | $5,596+38.7% | $13,411-42.1% | $4,888+58.8% |